Understanding Today’s Financial Environment
Welcome, we're Wealthplan Partners, a financial organization in Omaha, NE. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know these three personal finance sayings?
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
There are hundreds of ETFs available. Should you invest in them?